Adding Documents to a Project and Storing Them in the Content Repository
You can add documents from your computer or a network server to the content repository and designate them as private, read-only, or shared within the current project. When you add shared documents, they are ready for document reviews.
Note: This topic assumes that you have setup the optional content repository.
To add a document to a project and store that document in the content repository:
- Click Projects.
- On the Projects navigation bar, click Documents.
- On the Documents page, click the Project tab.
- On the Project tab:
- Expand a project.
- (Optional) Expand one or more folders. If necessary, create a folder. See the related topics.
- Click Add Options and select Add Document.
- In the Upload dialog box:
- Select Browse and browse to a document.
- Select Upload.
Note: Cloud only. Documents are scanned for viruses on upload to the content repository. If a virus is detected, the document is removed, a notification is displayed, and the uploading user is emailed the details. If a virus is detected during check-in, only the infected version of the document is removed.
- On the Project tab:
- Click any of the tabs and complete the data fields.
- Click Save.
Tips
- You can complete all available document management functions on the copy, which has no relationship to the original document.
- To add a document to a folder, select the folder before you click the Add Options menu. You cannot add a document to a read-only folder.
- At any time, you can privatize documents that you added to the application. To make a document private, select the document on the Documents page, click Access Level Options and select Make Private.
- You can also add public documents from My Documents portlet of the Dashboards page.
Related Topics
Working with Documents with a Content Repository
About the Document Content Repository
Copying Documents from Existing Templates
Adding Documents to a Project from the Content Repository
Last Published Thursday, October 3, 2024